5371 results found
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customize SMS verification
customize SMS verification
6 votes -
Pass files from CRM to Pandadoc
- Option to pass files from CRM to pandadoc
3 votes -
Zoho Pass custom fields from quote to a pricing table
I would like to grab the products and custom fields like VAT and Terms into the documents via Zoho integration when creating a document from a Quote. Some of them can be sent only with the deals, but my use case doesn't work with creating Deals. I tried sending from the deals module but this doesn't work as deals doesn't hold the pricing/product data like the quotes module does.
3 votes -
Copy and paste fields
There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.
Manually adding multiple initials to documents that are 30-50 pages is very time consuming.
Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?
8 votes -
Document forwarding - Auto populate email recipient / contact for easy process
Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.
5 votes -
Conditional Feature that will allow the signer to view second page after signing first page
- Will allow the signer to view the next page after they sign the initial page
3 votes -
Custom role ability to add/remove users
The customer wishes for the custom role to include the capability to add and remove users, as well as modify their licenses.
1 vote -
Ability to see which user made an edit/ change to an item
Ability to see which user made an edit/ change to an item
3 votes -
Ability to set up conditions based on dropdown selected by the recipient.
Ability to set up conditions based on dropdown selected by the recipient.
1 vote -
Resend document to approver/ "ping" or notify approver or send a reminder to approve document
Resend document to approver/ "ping" or notify approver or send a reminder to approve the document
8 votes -
Ability to share a document link with non recipients
Ability to share a document link with non-recipients
7 votes -
Export list containing document name, template used, and HubSpot object ID from a document
Export list containing document name, template used, and HubSpot object ID from a document
3 votes -
A way for the customer to automatically add the date from the document to their calendar on their device once the document is opened.
A way for the customer to automatically add the date from the document to their calendar on their device once the document is opened.
1 vote -
Add option to create product variations
It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…
10 votes -
Categorize / Group PandaDoc contacts
Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.
37 votes -
Ability to sort documents by the renewal date.
Ability to sort documents by the renewal date.
1 vote -
Include "expiration date"/"renewal date" into the report.
Include "expiration date"/"renewal date" into the report.
3 votes -
MS Teams: all users' notifications
Option to see all users' notifications from all workspaces within MS Teams
2 votes -
Option to track user actions within the account
The ability to track actions such as who has logged in/out and who has removed documents, etc.
4 votes -
4 votes
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